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Kingswood Wealth Advisors’s CAVA Group CAVA Stock Holding History

Kingswood Wealth Advisors’s Portfolio CAVA Stock Details CAVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$268K Sell
3,411
-125
-4% -$10.5K 0.01% 830
2026
Q1 		$286K Sell
3,536
-117
-3% -$8.53K 0.01% 731
2025
Q4 		$214K Sell
3,653
-639
-15% -$35.6K 0.01% 799
2025
Q3 		$259K Buy
4,292
+327
+8% +$24.8K 0.02% 674
2025
Q2 		$334K Buy
3,965
+846
+27% +$72.1K 0.03% 535
2025
Q1 		$270K Buy
3,119
+813
+35% +$88.1K 0.02% 584
2024
Q4 		$260K Buy
+2,306
New +$307K 0.02% 655

Other funds holding CAVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AG
Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kingswood Wealth Advisors's CAVA Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its CAVA Group (CAVA) stake by 3.5% in Q2 2026, selling an estimated $10.5K and leaving 3,411 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #830.

Kingswood Wealth Advisors first reported a position in CAVA in Q4 2024 and has held it in 7 quarters since. The position peaked at $334K in Q2 2025. 538 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Kingswood Wealth Advisors held 3,411 shares of CAVA Group worth $268K as of Q2 2026.
  • Kingswood Wealth Advisors sold 125 CAVA Group shares in Q2 2026, an estimated $10.5K.
  • CAVA Group made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #830 holding.
  • Kingswood Wealth Advisors first reported a position in CAVA Group in Q4 2024 and has held it in 7 quarters since.
  • Kingswood Wealth Advisors's CAVA Group position peaked at $334K in Q2 2025.
  • 538 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.